Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › David Evans Enterprises
David Evans Enterprises 401(k)
- Professional, scientific, and technical services
- Portland, OR
- EIN 20-5545517
- 1 plan with Schedule H financials
- Plan year 2024
- David Evans Enterprises, Inc.
Administrative expenses excluding investment management, per participant · David Evans Enterprises, Inc. Retirement Plan · plan year 2024
$105.10
Higher than 78% of the 2,324 plans $250M to 1B that report it.
Source
= $161,321 / 1,535
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015155941NAL0002711827001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155941NAL0002711827001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$105.10
Higher than 62% of the 2,405 plans $250M to 1B that report it.
Source
= $161,321 / 1,535
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155941NAL0002711827001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155941NAL0002711827001, received 2025-10-15
Administrative expenses as a share of assets
0.059%
Higher than 40% of the 2,407 plans $250M to 1B that report it.
Source
= $161,321 / $272,581,225
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155941NAL0002711827001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015155941NAL0002711827001, received 2025-10-15
Employer contributions per participant
$3,253
Higher than 53% of the 2,457 plans $250M to 1B that report it.
Source
= $4,992,735 / 1,535
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155941NAL0002711827001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155941NAL0002711827001, received 2025-10-15
Employer share of total contributions
26.8%
Higher than 36% of the 2,459 plans $250M to 1B that report it.
Source
= $4,992,735 / $18,603,361
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155941NAL0002711827001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015155941NAL0002711827001, received 2025-10-15
Plan terms, as stated in David Evans Enterprises, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 3I · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015155941NAL0002711827001, received 2025-10-15
Full record, David Evans Enterprises, Inc. Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DAVID EVANS ENTERPRISES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Plan name | DAVID EVANS ENTERPRISES, INC. RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Sponsor EIN / plan number | 20-5545517 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Sponsor location | PORTLAND, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Participants, beginning of year | 1,710 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Active participants | 1,120 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Participants, end of year | 1,616 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Participants with an account balance | 1,535 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total assets, beginning of year | $223,971,926 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total assets, end of year | $272,581,225 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Net assets, end of year | $272,581,225 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total income | $78,634,965 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Net income | $48,609,299 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Employer contributions | $4,992,735 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Participant contributions | $11,350,414 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $2,260,212 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total contributions | $18,603,361 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Benefit payments | $29,861,946 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $30,025,666 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Total administrative expenses | $161,321 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Contract administrator fees | $161,321 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Administrative expenses excluding investment management | $161,321 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Held in common/collective trusts | $3,698,882 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Held in mutual funds | $196,772,889 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015155941NAL0002711827001, received 2025-10-15 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015155941NAL0002711827001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015155941NAL0002711827001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $161,321 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015155941NAL0002711827001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $223,971,926 | $272,581,225 | 21.7% |
| Participants with a balance | 1,562 | 1,535 | -1.7% |
| Administrative expenses | $164,553 | $161,321 | -2.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $2,712,588 | $4,992,735 | 84.1% |
Prior filing 20241014123514NAL0045956080001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: DAVID EVANS ENTERPRISES, INC.; SEC registrant: David Evans Enterprises, Inc. (CIK 1610112, matched by EIN).